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Watch China’s High-Quality Large Caps Preferred, JPMorgan Says - Bloomberg

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00:00[CC may contain inaccuracies] What do I need to think about when it comes to this China rally? 30% in right now. I think tactically it is quite interesting. But then, frankly, we still believe that structurally for long term, we still remain constructive. But structurally there are still some hurdles to jump start, particularly with regards to light private investment and also with regards to the property market. We do see like in terms of the secondary market, probably the market will look for leading indicators, for example, whether the price declines will stabilize or get shallower or in terms of volumes. So that be stabilization in terms of that and also the pass through of the South pass through it, will that become more reasonable? Recent data suggests that secondary transactions in terms of sell to has improved. So we're waiting for more concrete details on that. But for like the property sector as a whole, we'll likely need to see more in terms of like stable dividend earnings growth and also price growth and also improvement in profit margins for investors. A pick up in confidence in that sector and in private investment as a whole will still need more confidence in that sense as well. Okay. So we'll need to wait for the fundamental story to eventually follow. So if most of the exposure right now, based on the data is really into large cap tech equity, equity at least, do we broaden out the view now? Do we do we go into other sectors at this point in time? Like what is your advice here in terms of specific China exposure? Right now, we still believe high quality, large cap is still a preferable way to go. And also structural themes continue to be the way out. For example, the shift away from China will continue to shift away from those commoditized manufacturing to more thematic a cyclical like carbon transition or like the self sufficient in terms of technology and hardware and software. So those tech sectors will be the ones we continue to pay attention to.

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China’s High-Quality Large Caps Preferred, JPMorgan Says